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American Express
AXP

Overview Fund Activity

1,714 hedge funds and large institutions have $82.6B invested in American Express in 2020 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 545 increasing their positions, 667 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+158
Holders Change %
+10.15%
% of All Funds
30.41%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.69%
New
252
Increased
545
Reduced
667
Closed
74
Calls
$1.07B
Puts
$1.69B
Net Calls
-$613M
Net Calls Change
-$141M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$459M
2
Invesco
Invesco
Georgia
+$250M
3
SGA
Sustainable Growth Advisers
Connecticut
+$192M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$179M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$157M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$680M
2
ClearBridge Investments
ClearBridge Investments
New York
-$674M
3
Dodge & Cox
Dodge & Cox
California
-$243M
4
LP
Longview Partners
Guernsey
-$216M
5
UBS AM
UBS AM
Illinois
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
1301
First Bankers Trust
Kentucky
$326K – – –
NA
1302
Navellier & Associates
Nevada
$326K – – –
KLCM
1303
KG&L Capital Management
Louisiana
$326K +$1.33K +11 +0.4%
TYCC
1304
Texas Yale Capital Corp
Florida
$325K – – –
AC
1305
Abbrea Capital
California
$325K +$75.2K +622 +30%
TSWM
1306
Triangle Securities Wealth Management
North Carolina
$324K -$32.1K -265 -9%
CNBTD
1307
Citizens National Bank Trust Department
Mississippi
$323K -$66.4K -550 -17%
CM
1308
Castleark Management
Illinois
$323K – – –
CWM
1309
Cornerstone Wealth Management
Missouri
$321K -$64.9K -537 -17%
DSC
1310
Duncker Streett & Co
Missouri
$320K -$53.3K -441 -14%
GBBWRPM
1311
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$319K -$7.26K -60 -2%
MG
1312
Mather Group
Illinois
$318K +$121 +1 +0%
RIG
1313
Roosevelt Investment Group
New York
$318K +$17.9K +148 +6%
MRCM
1314
M&R Capital Management
New Jersey
$317K -$47.5K -393 -13%
AA
1315
Advisory Alpha
Michigan
$317K -$5.81K -48 -2%
MA
1316
MCF Advisors
Kentucky
$317K +$725 +6 +0.2%
BA
1317
Ballast Advisors
Minnesota
$317K +$25.4K +210 +9%
QCM
1318
Quest Capital Management
Texas
$316K -$75K -620 -19%
PCMC
1319
Paragon Capital Management (Colorado)
Colorado
$316K -$13.8K -114 -4%
FA
1320
Fiducient Advisors
Illinois
$316K +$316K +2,612 New
OIA
1321
Optimum Investment Advisors
Illinois
$314K – – –
SFI
1322
SPC Financial Inc
Maryland
$312K – – –
FCM
1323
Fairbanks Capital Management
California
$312K +$1.21K +10 +0.4%
WPW
1324
Waldron Private Wealth
Pennsylvania
$312K +$20.4K +169 +7%
EW
1325
Evoke Wealth
California
$312K +$44.6K +369 +17%
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